[alanwarwic]

Quote:

Originally Posted by alan1302

I would say it's very far fetched. Does not make any sense.

Well with the current iPhone now being middle range what is the budget iPhone going to be like?

Different branding is the obvious idea. The budget phone needs to be 'very budget' or have an upped screen resolution of 720p to match other so called mid range phones.

The thing is, at the budget end, it obviously loses that maintained perception of being the best.

[flagpole]

Quote:

Originally Posted by tdenson

That's a strange comment. Apple are far more dominant in the phone market than Google. If you are referring to Android then you might as well say that Arm Holdings wouldn't be allowed to buy a phone company because they supply the design for the Arm chip in virtually every phone.

did you miss the bit where i said i didn't think either would be allowed?

The case for apple wanting to is stronger than it is for google is all i am saying.

[flagpole]

Quote:

Originally Posted by alanwarwic

Well with the current iPhone now being middle range what is the budget iPhone going to be like?

Different branding is the obvious idea. The budget phone needs to be 'very budget' or have an upped screen resolution of 720p to match other so called mid range phones.

The thing is, at the budget end, it obviously loses that maintained perception of being the best.

when you look at things like this:
http://www.carphonewarehouse.com/mob...es/HUAWEI_Y300

the concept of a budget iPhone seems absurd. but the market does not appear to be rational.

[tdenson]

Quote:

Originally Posted by flagpole

did you miss the bit where i said i didn't think either would be allowed?

The case for apple wanting to is stronger than it is for google is all i am saying.

No, I didn't miss it, but you seemed to be implying that Google were more dominant.
I'm not sure there is a case for Apple wanting it more. Google are the one with a track record of buying phone companies, I'd be very surprised if Apple bought one, there would not be a lot of point from their perspective. They have also yet to make an acquisition anywhere near that size.

[flagpole]

Quote:

Originally Posted by tdenson

No, I didn't miss it, but you seemed to be implying that Google were more dominant.
I'm not sure there is a case for Apple wanting it more. Google are the one with a track record of buying phone companies, I'd be very surprised if Apple bought one, there would not be a lot of point from their perspective. They have also yet to make an acquisition anywhere near that size.

I wasn't implying either was more dominant. so forget that. the case for microsoft and google had been discussed. i was simply saying that google wouldn't be allowed, the case for apple is much stronger, but they wouldn't be allowed either.

I forgot the rule that you might upset the delicate forum apple/android balance.

The case for apple wanting it is very strong. whether you are sure of it or not. A major part of it is mapping. nokia have a complete and sophisticated mapping solution, far better than google's. the damage to apple's reputation both when it happened and on a continued basis would be worth the price of nokia in itself.

nokia also have a massive IP protfolio that would be very effective in apple's war with android. it's also the nuclear option.

if you look at nokia they effectively trade at a discount to the sum of parts because of the cost of R&Ding their new smart phones. apple could simply stop doing that and spin of the budget phone business. again this alone without the IP and mapping would make it financially prudent.

[alanwarwic]

Quote:

Originally Posted by flagpole

I wasn't implying either was more dominant. so forget that

Whilst level pegging in the US, worldwide the domination is mega.

In Q4 2102 Android is being reported at 75% worldwide.
That means headlines now tend to say "94% of the Smartphone Market Share is Made-up of Android and IOS"

Android is selling 4 times better yet iPhone has the greatest profit margin by far.
Obviously the only company that cannot buy Nokia is Google.

[flagpole]

Quote:

Originally Posted by alanwarwic

Whilst level pegging in the US, worldwide the domination is mega.

In Q4 2102 Android is being reported at 75% worldwide.
That means headlines now tend to say "94% of the Smartphone Market Share is Made-up of Android and IOS"

Android is selling 4 times better yet iPhone has the greatest profit margin by far.
Obviously the only company that cannot buy Nokia is Google.

like i say i was not speaking to that point.

[tdenson]

Quote:

Originally Posted by alanwarwic

Whilst level pegging in the US, worldwide the domination is mega.

In Q4 2102 Android is being reported at 75% worldwide.
That means headlines now tend to say "94% of the Smartphone Market Share is Made-up of Android and IOS"

Android is selling 4 times better yet iPhone has the greatest profit margin by far.
Obviously the only company that cannot buy Nokia is Google.

You are confusing phones with operating systems. Google would not have a monopoly problem if they wanted to buy Nokia as they only have a tiny share of the phone market (Nexus 4).

[tdenson]

Quote:

Originally Posted by flagpole

The case for apple wanting it is very strong. whether you are sure of it or not. A major part of it is mapping. nokia have a complete and sophisticated mapping solution, far better than google's. the damage to apple's reputation both when it happened and on a continued basis would be worth the price of nokia in itself.

nokia also have a massive IP protfolio that would be very effective in apple's war with android. it's also the nuclear option.

if you look at nokia they effectively trade at a discount to the sum of parts because of the cost of R&Ding their new smart phones. apple could simply stop doing that and spin of the budget phone business. again this alone without the IP and mapping would make it financially prudent.

I'm not convinced that Nokia's mapping product is stronger than Google's in the area where Apple needs it i.e. the data, rather than the functionality.

I take the point on the IP portfolio.

On your last point, I'm still not convinced that Apple, despite having more money in the bank than makes sense, is up for a major acquisition, it just seems to be something they don't do (though there's always a first).

[flagpole]

Quote:

Originally Posted by tdenson

I'm not convinced that Nokia's mapping product is stronger than Google's in the area where Apple needs it i.e. the data, rather than the functionality.

I take the point on the IP portfolio.

On your last point, I'm still not convinced that Apple, despite having more money in the bank than makes sense, is up for a major acquisition, it just seems to be something they don't do (though there's always a first).

-I'm not convinced that Nokia's mapping product is stronger than Google's in the area where Apple needs it i.e. the data, rather than the functionality. - seems like a confused sentiment. it doesn't need to be stonger than google's in the areas where apple need it. it needs to be stronger than apple's. but nokia's mapping product is much better than google's and apple's. the sat nav in my car is made by navteq. it's not the app. it's the data.

for apple and like i say, it is theoretical, because they wouldn't be allowed. a problem would be swallowing and absorbing a popular brand. it's bad for it's image.

[alanwarwic]

Quote:

Originally Posted by tdenson

. Google would not have a monopoly problem if they wanted to buy Nokia as they only have a tiny share of the phone market (Nexus 4).

You have to dissociate Google from Android for that.
Dissociation is arguable though, considering Android is open with Google being the main contributor/administrator.

I agree with flagpole on Nokia mapping. It really got it plaudits(including mine) for providing a full set of mapping data for navigation.